BTI
WSE

Blue Trust Inc’s Wise Group WSE Stock Holding History

Blue Trust Inc’s Portfolio WSE Stock Details WSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89K Buy
+159
New +$1.9K ﹤0.01% 2194

Other funds holding WSE

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Blue Trust Inc's WSE Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Wise Group (WSE) in Q2 2026: 159 shares worth $1.89K. The stake represents ﹤0.01% of the portfolio and ranks #2194 among its holdings.

11 funds tracked by Wall St. Rank hold WSE as of Q2 2026.

  • Blue Trust Inc held 159 shares of Wise Group worth $1.89K as of Q2 2026.
  • Wise Group was a new Blue Trust Inc position in Q2 2026.
  • Wise Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2194 holding.
  • 11 funds tracked by Wall St. Rank held Wise Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.